Purchases and Sales Made in Q1 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.3K+ 173.84% |
$3.32M - $3.52M
|
47.8K
$4.96M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29.9KNew |
$3.27M - $3.47M
|
29.9K
$3.11M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.3K+ 324.09% |
$3.1M - $3.29M
|
37.1K
$3.85M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
28.1K+ 8.75% |
$3.07M - $3.26M
|
349K
$36.2M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.8K+ 7.85% |
$3.04M - $3.23M
|
382K
$39.6M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.8K+ 973.44% |
$3.04M - $3.23M
|
30.6K
$3.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
27.2K+ 21.32% |
$2.97M - $3.16M
|
155K
$16.1M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27.1KNew |
$2.96M - $3.14M
|
27.1K
$2.81M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.2K+ 31.89% |
$2.87M - $3.05M
|
108K
$11.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
25.7K+ 88.28% |
$2.81M - $2.98M
|
54.8K
$5.69M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.1K+ 13.3% |
$2.75M - $2.92M
|
214K
$22.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.8K+ 18.08% |
$2.71M - $2.88M
|
162K
$16.8M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
24.8KNew |
$2.71M - $2.88M
|
24.8K
$2.57M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
24.3K+ 69.85% |
$2.65M - $2.82M
|
59K
$6.13M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.3K+ 226.54% |
$2.65M - $2.82M
|
35K
$3.63M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 1168.05% |
$2.56M - $2.72M
|
25.4K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 30.32% |
$2.46M - $2.61M
|
96.7K
$10M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
21.4K+ 75.65% |
$2.34M - $2.49M
|
49.8K
$5.17M
|
|
|
May 16, 2022
Q1 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
20.8KNew |
$2.27M - $2.41M
|
20.8K
$2.16M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
20.5K+ 1094.97% |
$2.24M - $2.38M
|
22.3K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20.3KNew |
$2.22M - $2.36M
|
20.3K
$2.11M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 29.8% |
$2.21M - $2.35M
|
88.2K
$9.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20.1K+ 147.96% |
$2.2M - $2.34M
|
33.7K
$3.5M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
20.1K+ 125.0% |
$2.2M - $2.33M
|
36.1K
$3.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.7K+ 10.05% |
$2.15M - $2.28M
|
215K
$22.4M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.6K+ 181.37% |
$2.14M - $2.28M
|
30.4K
$3.16M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.1K+ 4.14% |
$2.09M - $2.22M
|
480K
$49.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
19KNew |
$2.08M - $2.21M
|
19K
$1.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
19K+ 15.56% |
$2.08M - $2.21M
|
141K
$14.6M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
18.8K+ 51.74% |
$2.06M - $2.19M
|
55.3K
$5.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
18.5KNew |
$2.02M - $2.14M
|
18.5K
$1.92M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18.2KNew |
$1.99M - $2.11M
|
18.2K
$1.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
18K+ 14.18% |
$1.97M - $2.09M
|
145K
$15M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
16.7KNew |
$1.82M - $1.94M
|
16.7K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6K+ 124.74% |
$1.82M - $1.93M
|
30K
$3.11M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
16.5K+ 60.42% |
$1.81M - $1.92M
|
43.9K
$4.56M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
15.7K+ 22.13% |
$1.72M - $1.83M
|
86.7K
$9.01M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.5K+ 31.23% |
$1.7M - $1.8M
|
65.3K
$6.78M
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
15.4K+ 8.36% |
$1.68M - $1.79M
|
199K
$20.7M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
15.4KNew |
$1.68M - $1.79M
|
15.4K
$1.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
15.3K+ 51.26% |
$1.67M - $1.77M
|
45K
$4.68M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
15K+ 101.26% |
$1.64M - $1.75M
|
29.9K
$3.1M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.63M - $1.73M
|
14.9K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14.5K+ 330.48% |
$1.58M - $1.68M
|
18.9K
$1.96M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.4K+ 168.56% |
$1.58M - $1.68M
|
23K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.4K+ 65.42% |
$1.58M - $1.67M
|
36.5K
$3.79M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.3K+ 27.62% |
$1.57M - $1.67M
|
66.3K
$6.88M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14.3K+ 126.01% |
$1.57M - $1.66M
|
25.7K
$2.67M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14.3K+ 126.01% |
$1.57M - $1.66M
|
25.7K
$2.67M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14.3K+ 5.13% |
$1.56M - $1.66M
|
293K
$30.4M
|